SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
Adviser information for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 11 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 945 | $1.4B |
| Non-Discretionary | 7 | $17.5M |
| Total | 952 | $1.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 112 | $42.0M |
| HNW Individuals | 257 | $1.3B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $21.4M |
| Charitable organizations | 7 | $21.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsFAMILY WEALTH COUNSELING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-39679 |
|---|---|
| SEC ERA File Number | 801-39679 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107630 |
| Legal Entity Identifier | None |
Principal Office
40 JEWELERS PARK DRSTE 200
NEENAH
WI
United States
Monday - Friday, 8:30AM TO 4:30PM (MONDAY - THURSDAY); 8:30AM TO 3:30PM (FRIDAY)
Tel: 920-727-1137, Fax: 920-727-1139
Chief Compliance Officer
MARK J. SPRTEL
INVESTMENT OFFICER
40 JEWELERS PARK DRIVE
SUITE 200
NEENAH
WI
United States
Tel:
(920) 727-1137
Fax:
(920) 727-1139
M******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENZ, BRADLEY, EVERETT | Individual | – | CHAIRMAN (03/2020) AND DIRECTOR (02/1994) | 03/2020 | 25-50% |
| RIPPL, THOMAS, HALEY | Individual | – | VICE PRESIDENT (10/2006), TREASURER (03/2020) AND DIRECTOR (01/2017) | 03/2020 | 10-25% |
| SPRTEL, MARK, JAMES | Individual | – | CHIEF COMPLIANCE OFFICER (03/2021) AND INVESTMENT OFFICER (01/2020) | 03/2021 | < 5% |
| SALM, CHRISTI, LYN | Individual | – | VICE PRESIDENT (08/2003) AND DIRECTOR (01/2017) | 08/2003 | 10-25% |
| SEASHORE, ANTHONY, JOHN | Individual | – | PRESIDENT (03/2020) AND DIRECTOR (01/2018) | 03/2020 | 10-25% |
| PETERSEN, KIMBERLY, ANNE | Individual | – | PRESIDENT OF FAMILY WEALTH COUNSEL (01/2020), SECRETARY (03/2020) AND DIRECTOR (01/2017) | 01/2020 | 5-10% |
| RABBACH, TREVOR, DAVID | Individual | – | VICE PRESIDENT OF FAMILY WEALTH COUNSEL | 01/2022 | < 5% |